Gary Black's The Future Fund Lists Tesla As 3rd-Largest Holding, Behind Nvidia And Alphabet, Despite Delivery Miss
Nvidia, AMD Vie for AI Supremacy With Latest Offerings at CES
Unavoidable AIPC! Before CES, chip giants rush to release new products, and Terminal Manufacturers are actively warming up.
① AIPC is seen as a new benchmark for Consumer Electronics in the AI era. Over the past year, major manufacturers globally have continually explored AI empowerment, product forms, user experience, and other aspects. ② Institutions expect that in 2024, the AIPC shipment volume will account for approximately 20% of the total PC shipment volume under a broad definition.
Intel has been hit again, as Dell has for the first time used AMD for commercial PC chips.
Analysts indicate that this marks a significant breakthrough for AMD in the commercial PC market and reflects the entire PC Industry moving into an era empowered by AI. However, this is another blow for Intel, which is struggling to maintain its dominance in the PC chip market.
U.S. stock market closing: the three major Indexes had mixed results, with the Technology conference CES boosting chip stocks higher.
① Nasdaq China Golden Dragon Index closed down 1.16%, most China Concept Stocks fell, Tencent ADR dropped nearly 8%; ② MicroStrategy has purchased Bitcoin for nine consecutive weeks; ③ Trump denies plans to reduce the applicability of tariffs; ④ Qualcomm announces the launch of the new AI chip Snapdragon X.
What's Going On With Intel Stock Monday?